Title transfers and changes are heaviest during renewal season and are tracked on this Google sheet: https://docs.google.com/spreadsheets/d/1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/edit#gid=2143615762 This sheet includes:

• Package to package transfers
• Package to individual subscription
• Individual to package
• Title cessations (some to OA)
• Title change
• New Title to package (not previously at UM)
• Package to OA

Acquisitions receives notifications of changes via EBSCO change reports and publishers emails.

• Titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions.
• Title leaving packages. Do we want to subscribe? Ask Scott.
• Aleph order records.
  • For titles that do not change payment vendor, add notes, initial and date.
  • For titles that do change payment vendor, close previous order record, add note, delete encumbrance, and created new order record.
  • If perpetual access remains at previous publisher, is an individual subscription and deemed reliable, add PA order record. See Perpetual Access Procedures.
• SFX.
  • Change activation and date thresholds as appropriate.
  • If an object portfolio being deactivated is the last in a target, deactivate all 3 target levels: target, target service, object portfolios.
  • If title is the first to be activated in the target, see SFX Targets - Activating.
  • If there is perpetual access, follow the policy found in Perpetual Access Procedures. Set up PA only for certain publishers. Autoloads should accurately reflect PA. Close date threshold and add note to object portfolio internal description field, “PA, dates, initials.”
  • Test access. Check date threshold.
  • Update proxy file if necessary.EZProxy Maintenance
  • If a new target is activated, add to target precedence (SFX Admin>Menu Configuration>Menu Design>Simplified Template…>Target Precendence). Also add Display Logic if needed.
• CORAL. In Resources module, add access notes if needed. Add changes to publisher, host, or vendor in the organizations in the Product tab.
• EDS. Heather checks entries for changes needed in EDS.
• Move line to Completed tab when done.